Client Operations Associate

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    "ExternalDescriptionStr": "<p style=\"line-height:normal;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Are you seeking to join a team where you can have the opportunity to thrive and grow?&nbsp; &nbsp;We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team.&nbsp;</span></span></p><p style=\"line-height:normal;\">&nbsp;</p><p style=\"background-color:white;line-height:normal;margin-bottom:0in;\"><span style=\"background-color:white;color:#161616;font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a subject matter expert in Custody Account openings maintenance, Global market entry and handle advance and complex customer onboarding. You will consult with businesses and clients to meet deliverables by recommending and selecting appropriate courses of action.</span></span><span style=\"color:#333333;font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\"> you are responsible for - Project management of global account openings and associated documentation in line with internal and external SLAs and coordination of complex client requests including fund restructures, launches and transitions</span></span><span style=\"background-color:white;color:#161616;font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">. You will leverage your diverse perspective and expertise in Automation tools to contribute to developing innovative solutions for our clients and the team. You will collaborate with key internal partners involved to ensure seamless client delivery and identify opportunities for process improvement, with a strong emphasis on quality and timeliness. &nbsp;You will </span></span><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">assist clients with market restructures, fund mergers/name amendments, new requests, renewals, closures, and transition processes by providing analysis and working with local agent banks to provide clients with options.</span></span></p><p style=\"background-color:white;line-height:normal;margin-bottom:0in;\">&nbsp;</p><p style=\"background-color:white;line-height:normal;margin-bottom:0in;\"><span style=\"color:#161616;font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\"><strong>Job responsibilities</strong></span></span></p><ul style=\"list-style-type:disc;\"><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Manage the end-to-end custody account and markets opening processes by providing&nbsp;guidance to clients on all static data and documentation requirements</span></span></li><li><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Review and project manage the custody account opening processes inclusive of&nbsp;new, incremental, inquires and entitlement &nbsp;requests in support of clients' operational readiness</span></span></li><li><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Review and analyze market documents with clients and work with local agent banks for submission in accordance with market service level agreement (SLA)</span></span></li><li><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Drive automation and digital tools strategy by identifying efficiencies and implementing&nbsp;</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Develop innovative and creative solutions to solve complex, real-world business challenges</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Utilize data and visualization to influence decision-making and drive business results</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Adopt the Skills of the Future Program to rapidly excel in an ever-changing environment</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Work proactively with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agility</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Foster a culture where Diversity &amp; Inclusion are integral to everyday interactions</span></span></li><li style=\"line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Proactively work with clients to support&nbsp;standardization and optimization to enable us&nbsp;meeting a dynamic and complex agenda with agility. Work in partnership with other key internal partners to provide seamless client delivery and look for opportunities to improve process with focus on quality and timeliness</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Partner with CAS Coordination members to provide a seamless client experience and support for market entry</span></span></li></ul><p style=\"line-height:normal;\"><span style=\"color:#333333;font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\"><strong>Required qualifications, capabilities, and skills</strong></span></span></p><ul style=\"list-style-type:disc;\"><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Beneficial to have Custody Knowledge / Industry with an understanding of process and procedures, and global market entry knowledge</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Digital Tool Experience such as MS Office, Alteryx, Tableau and Xceptor</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Oral and written communication - ability to effectively interface clearly and concisely with clients and internal business partners</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Possesses good organizational, analytical, and problem resolution skills</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Stakeholders' Management - Client Service and relationship management experienced</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Excellent communication and interpersonal skills</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Ability to manage multiple projects and meet deadlines in a fast-paced environment</span></span></li></ul><p style=\"background-color:white;line-height:normal;margin-bottom:0in;\"><span style=\"color:#161616;font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\"><strong>Preferred qualifications,</strong></span></span><span style=\"color:black;font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\"><strong> capabilities, and skills</strong></span></span></p><ul style=\"list-style-type:disc;\"><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Having an innovative and curious mindset to deep dive into Client inquiries</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Have experience in the Client Account Services from an investment banking perspective</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">An understanding of client structure and formation documents&nbsp;</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Experience working with complex and emerging markets</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Familiarity with market entry documentation and regulatory requirements</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Experience in driving process improvements and automation initiatives</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Demonstrated ability to work collaboratively in a team-oriented environment</span></span></li><li style=\"background-color:white;color:#161616;line-height:normal;tab-stops:list .5in;\"><span style=\"font-family:&quot;Helvetica&quot;,sans-serif;\"><span style=\"font-size:10.5pt;\">Commitment to fostering a diverse and inclusive workplace</span></span></li></ul><p>&nbsp;</p>",
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